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Federal Realty Investment Trust
FRT

Overview Fund Activity

409 hedge funds and large institutions have $8.79B invested in Federal Realty Investment Trust in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 159 increasing their positions, 123 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
+13
Holders Change %
+3.28%
% of All Funds
7.18%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
46
Increased
159
Reduced
123
Closed
25
Calls
$12.4M
Puts
$12.7M
Net Calls
-$270K
Net Calls Change
-$859K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$117M
2
Prudential Financial
Prudential Financial
New Jersey
+$36.6M
3
WCP
Waterfront Capital Partners
New York
+$28M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$27.8M
5
Cohen & Steers
Cohen & Steers
New York
+$25.5M

Top Sellers

1
PI
PGGM Investments
Netherlands
-$226M
2
State Street
State Street
Massachusetts
-$59.1M
3
JG
Jefferies Group
New York
-$50.1M
4
RC
Resolution Capital
Australia
-$24.5M
5
CIM
Centersquare Investment Management
Pennsylvania
-$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
351
Tortoise Investment Management
New York
$24K – – –
GWM
352
Geneos Wealth Management
Colorado
$24K – – –
APA
353
American Portfolios Advisors
New York
$23.1K +$7.08K +60 +44%
COCM
354
Charter Oak Capital Management
New Hampshire
$20K – – –
ST
355
Smithfield Trust
Pennsylvania
$18K – – –
FA
356
Fortis Advisors
Pennsylvania
$18K – – –
GWS
357
Glassman Wealth Services
Virginia
$18K +$596 +5 +3%
OSAM
358
O'Shaughnessy Asset Management
Connecticut
$18K +$4.94K +42 +38%
CI
359
CX Institutional
Indiana
$17K +$2.77K +23 +19%
FA
360
Financial Advantage
Maryland
$14K – – –
LC
361
Lindbrook Capital
California
$13K – – –
WQ
362
Wealth Quarterback
New Jersey
$13K +$127 +1 +1%
CWA
363
Clearview Wealth Advisors
Oregon
$13K +$1.1K +9 +9%
EDRH
364
Edmond de Rothschild Holding
Switzerland
$13K +$13K +110 New
DFCM
365
Dark Forest Capital Management
Puerto Rico
$13K +$13K +114 New
VNA
366
Valley National Advisers
Pennsylvania
$12K – – –
BFC
367
Bedel Financial Consulting
Indiana
$12K – – –
GRP
368
Global Retirement Partners
California
$12K +$6.12K +53 +104%
ADL
369
Asset Dedication LLC
California
$11K – – –
BWM
370
BerganKDV Wealth Management
Minnesota
$11K +$117 +1 +1%
FCB
371
First Command Bank
Texas
$11K +$11K +95 New
FCFS
372
First Command Financial Services
Texas
$11K +$11K +95 New
MGIM
373
M&G Investment Management
United Kingdom
$10.9K +$2.76K +23,382 +34%
FHA
374
First Horizon Advisors
Tennessee
$10K +$10K +88 New
EWA
375
Evolution Wealth Advisors
Florida
$9K – – –
13 14
15
16 17